Meet Courtney

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Courtney delivers high quality assurance and audit services by communicating proactively, sharing knowledge, and delivering services promptly and efficiently.

Courtney is a Business Assurance and Advisory Services Senior Manager with more than twelve years’ experience. She manages financial statement audit and review services for clients in the Richmond area and throughout the United States.

Courtney specializes in providing assurance services to broker dealers, private equity funds, venture capital funds, and private foundations.  She is a member of the Firm’s Financial Services team, Not-for-Profit team, and is a leader of Keiter’s Surprise Custody Exam practice.

She leads by example at Keiter, contributing to the Scheduling, Recruiting, and DE&I Committees, and coaching her colleagues to support their professional growth.

  • American Institute of Certified Public Accountants (AICPA)
  • Virginia Society of Certified Public Accountants (VSCPA)

Insights from Courtney

SEC Proposed “Safeguarding Rule” May Impact RIAs

Frequently Asked Questions About the SEC Custody Rule

The SEC Custody Rule

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